Ecommerce

Automation
Checklist
for Executives
Ecommerce
Automation Checklist
for Executives
Spending time on your business, not in it, is crucial to growth. Instead of investing your
resources on low-impact tasks, ecommerce automation frees you to lead. To focus on the
strategic vision of your company. And to experiment with new streams of revenue.

What is ecommerce automation?

Ecommerce automation allows you to automate your online store, much like supply-chain,
inventory management, and marketing automation systems. Your team can automate
processes by building simple three-step workflows.

Trigger Condition Action

Select a trigger to start Set conditions for the Select an action to
the workflow workflow to run take place

Order created Spent $100+ Tag customer VIP

Executives at growing brands use ecommerce automation to offload manual chores, reduce
apps, and execute on three key growth drivers.
Accelerate

Ecommerce Automation Checklist for Executives 

revenue growth
Use ecommerce automation to reward loyal customers and speed up the time
between purchases.

Identify and reward loyal customers

Reward your most valuable customers with incentives each time they cross a
spending threshold.

FF Segment customers by lifetime spend (e.g. $100 or $200) or frequency

(e.g. 3, 5, or 10 orders)
FF When a purchase moves customers up a threshold, tag them to receive reward points,
a handwritten note, or a VIP-only sale invitation
FF Segment high-intent customers who are more likely to purchase again

Accelerate repeat purchases

Segment high-intent customers who are more likely to purchase again.

FF Tag customers who purchase quickly after their first website visit (based on your
average time to conversion)
FF Trigger a nurture campaign across email and ad platforms to encourage a second order

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Amplify employee

Ecommerce Automation Checklist for Executives 

productivity
Automate workflows that enable employees to focus on high-impact activities.

Empower employees to
balance supply with demand
Use data from your site search solution so employees can make smarter inventory decisions.

FF Track the most popular search terms on your site

FF Trigger a daily alert with the day’s top searches to align inventory supply with demand

Optimize top-performing sales channels

Get real-time data on the performance of your sales channels to allocate resources
and ad dollars.

FF Tag new orders by sales channel

FF Track orders by channel in a spreadsheet or tool to identify top performers
FF Adjust your resources and marketing spend accordingly

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Safeguard your brand

Ecommerce Automation Checklist for Executives 

Use workflows to prevent chargebacks before they happen, flag high-value returns, and
address negative reviews.

Cancel high-risk orders

and avoid chargebacks
Reduce your chargeback liability by preventing fraud before it happens.

FF Tag high-risk, fraudulent orders that make you susceptible to chargeback fees
FF Cancel high-risk orders before capturing payment to prevent the order from
being fulfilled

Track high-value returns

Monitor big-ticket returns in real time so you can identify problems before
they become widespread.

FF Determine your average order value

FF Trigger a workflow when a return is above that amount, meaning most or all of a
customer’s order was returned
FF Notify your support team to contact the customer and address issues before they
impact your brand
FF Track returns and the items involved in a spreadsheet or project management tool to
identify trends across products

Track negative reviews to spot trends

Consolidate negative customer reviews to identify trends across your products.

FF Define a negative review (e.g. 1 star, 2 stars, thumbs down)

FF When reviews meet that criteria, track them in a spreadsheet or tool like Trello
FF Alert your customer service team through a communications tool (e.g. Slack) so they
can address issues before they impact your brand

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Automate your growth

Ecommerce Automation Checklist for Executives 

Ecommerce automation allows
me to focus on growing the
business I love and doing more
of the things that have long-term
impact. You’re able to focus on
growing revenue but still improve
the customer experience. That
has a multiplier effect that ripples
across your business.
Nicholas Montgomery
CEO, Shelfies

You can implement ecommerce automation using third-party applications, but you’ll
probably find yourself stitching together solutions and finding workarounds. Putting your
online store on autopilot demands an ecommerce automation tool that is embedded in your
commerce platform.

Find out how automation is built into Shopify Plus.

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